Pivot Table Filter Options

Overview

There are four filters available to you in a Pivot Table

1. Pick Filters
2. Label Filters
3. Value Filters
4. Calendar Filters

Pick Filters

Manually check/pick one or multiple items in the list

Label Filters

Label is another name for the fields you put in the Row Quadrant of a Pivot Table. (In a Dynamic List Report, it is called a Text Filter).

Value Filters

In the Pivot Table you can filter out specific fields (e.g. customer, item, etc.) based upon a particular value, e.g. filter out Items that have a sales amount > 50.00.

NOTE:  you create the filter using a drop down in a row field – NOT the actual number-based column.

Calendar Filters

QQube has date ‘shortcuts’ which extend the ways in which you look at a date. E.g. May 7 is Friday, and the 127^th day of the year, and the 5^th day of the week, etc.

But did you know that there are ‘QuickBooks like’ Date Filters built in?